FAQs

Industry accreditations and certifications are encouraged and may be paid for. Applicable, approved industry training and conferences are paid for. Appropriate industry association memberships are paid for. Firm-wide team building training Additional employee growth is focused on the Gallup StrengthsFinder assessment tool. Cross-training is available and encouraged.

Medical, dental, vision, and life insurance Paid vacation and sick time 401k program with company match Corporate Membership Marketplace with special discounts

Competitive salary Bonuses for excellent individual performance Bonuses for contributions to excellent firm performance Bonuses for employee recruitment for key positions Ownership and profit-sharing opportunities

A collaborative work environment with team members who have combined financial industry experience exceeding 75 years Cutting-edge CRM software which is integrated with advisor investment analysis tools Industry research partnerships to support investment decision-making and success Ergonomic workspace individualization and up-to-date computer and phone systems for healthy, productive work

Our shared Core Values: Trust, Knowledge, Empathy, Collaboration, Empowerment, Ownership, Generosity, Humor We celebrate teamwork and encourage a collaborative approach to serving our clients, solving problems, and practicing innovation. We discourage silos and fiefdoms. We encourage work-life balance, which means being equally fulfilled in our personal life and professional life. Employees are encouraged to learn [...]